ESM Source Enhancements
Training: November 8, 2021
Production: November 19, 2021
New Section Type: Files
A designated section type to allow event facilitators to specify what documents and files are required from suppliers for an event is available in ESM Source. With the File sections, event facilitators can provide detailed descriptions and instructions about the files and documents needed from suppliers in a centralized place. Suppliers will be able to easily identify if they have attached all the required files and documents in their responses.
ESM Source > Manage > New Event > Adding a New File Section
ESM Source > Manage Tab > New Event > Required Document Section (File Section) > Setting Up a Document Upload Slot
ESM Source > Manage Tab > New Event > Required Document Section (File Section) > Setting Up a Document Upload Slot
Users can set up as many upload slots as required and give a detailed description for each slot.
ESM Source > Manage Tab > New Event > Required Document Section (File Section)
Users can also assign section values to the file section(s).
ESM Source > Manage Tab > New Event > Assign Section Values > Required Documents (File Section)
ESM Source > Manage Tab > Published Event > Required Documents (File Section) in Read-Only Mode
Suppliers can upload the corresponding documents and files in the File Section(s).
ESM Supplier Portal > Responding an Event > Required Documents (File Section)
ESM Supplier Portal > Responding an Event > Required Documents (File Section) > Select Files
Once suppliers select the files they would like to submit as part of their responses, they click the Update button to upload. The files that are successfully attached will have a green checkmark in front of the file name.
ESM Supplier Portal > Responding an Event > Required Documents (File Section) > Files Uploaded
ESM Supplier Portal > Response Submitted > Required Documents (File Section) in Read-Only Mode
Before evaluation starts, Evaluate Set Up Users can assign reviewers and configure Supplier Visibility to the File section like all other section types.
ESM Source > Evaluate Tab > Setup > Assign Reviewers
Users can also use the Addendum to make changes to the File section(s).
ESM Source > Manage Tab > Create Addendum
ESM Source > Manage Tab > Addendum History
Once the event is closed for responses (ie. pass the due date), assigned reviewer(s) can download and review suppliers’ uploaded files and documents in the File section(s).
ESM Source > Evaluate Tab > Review
ESM Source > Evaluate Tab > Scoring
Award Tab and Approve Tab users can also view File section(s) of an event in Read-Only mode.
ESM Source > Award Tab > Required Documents (File Section)
Extended Previous Unit Price Column
An extended column is available for the Line Item Bid sections for the Previous Unit Price column. This is a calculated column that shows the previous total cost of an item in a line item bid table by multiplying Quantity and Previous Unit Price.
ESM Source > Manage Tab > Create New Event > Line Item Bid Section
The Requirement page under the Mange Tab, Approve Tab, and the Request Tab have also been updated with the new extended column.
ESM Source > Request Tab
ESM Source > Approve Tab
ESM Source > Manage Tab > Requirements
Advanced Search Improvements
We renamed ‘Event Not Awarded’ to ‘No Award’ in the Status dropdown menu of the Advance Search to keep consistency with the status label used elsewhere in the ESM Source application.
ESM Source > Manage Tab > Existing > Advance Search
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